Portal roles and responsibilities

There are several key roles associated with the Anaplan Support portal. These roles vary slightly depending on whether you're an Anaplan customer or an Anaplan partner. Select the relevant section below to learn how you can interact with the portal.

This role describes any Anaplan user within a company who needs help with an Anaplan issue. You can log in to the portal and search for answers to many common issues. 

If you still need support with your issue, you can submit a case via the link at the top of the portal homepage.

The person in this role is responsible for managing portal users and access, as well as managing cases in the portal. Like portal users, portal admins can submit cases via the link at the top of the homepage. 

If you're a portal admin for your company, we expect that a current tenant or workspace admin will fill this role. 

In most cases, a business partner will work with your company to help identify and then register portal admin roles. Each customer account can currently have a maximum of 30 portal admins. We may expand this number for larger customers in the future. 

This chart highlights the key tasks that portal admins and portal users can perform:

The person in this role is responsible for managing portal users and access, as well as submitting and managing cases in the portal. 

If you're a portal admin for your company, we expect that a current tenant or workspace admin will fill this role. 

In most cases, a business partner will work with your company to help identify and then register portal admin roles. Each customer account can currently have a maximum of 30 portal admins. We may expand this number for larger customers in the future. 

This role describes any Anaplan user within a company who needs help with an Anaplan issue. You can log in and use the portal's search feature to find answers to many common issues. 

If you still need support with your issue, you can submit a case via the link at the top of the portal homepage.

This role is a supporting role for customer accounts. If you're a case submitter, you'll be able to create cases for your customer. You can also manage any cases you create, along with the ability to perform other tasks as indicated in the chart below. 

If you want to submit cases for a customer, you'll first need to contact your organization's portal admin. The portal admin will then be able to create an association between you and the customer. 

Once the portal admin confirms that the association has been created, you'll be able to start submitting cases for that customer. 

Note that you can have a maximum of 5 portal admins per account, not per tenant.

There are three main types of roles in the Support portal that apply to partners. 

These roles can perform the tasks listed in the table, unless indicated otherwise.

• Portal administrator: You can perform almost all tasks for your account and, if you're also a case submitter, for any associated customer portal accounts.
• Portal user: You can perform most tasks in the portal that are associated with cases that you created for yourself or that a portal admin created on your behalf.
• Case submitter: You can perform the relevant tasks for any cases that you created or that were created for you in the portal, as well as for any customer portals where you have an approved account relationship.